+6,351.7%
AMD vs APO
+857.2%
+5,494.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +11.3% |
| 7D | -11.0% | +0.8% | -11.8% | -11.6% |
| 30D | -30.5% | +1.0% | -31.5% | -31.1% |
| 3M | -8.2% | -8.4% | +0.2% | -4.9% |
| 6M | +6.6% | -9.1% | +15.7% | +10.4% |
| YTD | +109.7% | -18.3% | +128.0% | +125.6% |
| 1Y | +88.9% | -8.0% | +96.9% | +89.7% |
| 3Y | +301.8% | +47.1% | +254.8% | +204.2% |
| 5Y | +229.4% | +67.2% | +162.2% | +128.3% |
| All | +6,351.7% | +857.2% | +5,494.5% | +2,618.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling